Kovitz Investment Group Overview

  • Founded
  • 2003
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1
  • Investments
  • 2

Kovitz Investment Group General Information


Operator of an investment management firm. The company provides wealth management, investment advisory and financial planning services for high net worth individuals, institutions and financial professionals.

Contact Information

Ownership Status
(Operating Subsidiary)
Financing Status
Formerly PE-Backed
Primary Industry
Asset Management
Other Industries
Other Capital Markets/Institutions
Parent Company
Primary Office
  • 115 South LaSalle Street
  • 27th Floor
  • Chicago, IL 60603
  • United States
+1 (312) 000-0000
Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial
Want to dig into this profile?

We’ll help you find what you need

Learn more

Kovitz Investment Group Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

This information is available in the PitchBook Platform. To explore Kovitz Investment Group‘s full profile, request access.

Request a free trial

Kovitz Investment Group Executive Team (42)

Name Title Board Seat Contact Info
Carolyn Raden Chief Financial Officer
Patrick Wiese Principal & Chief Operating Officer
Jonathan Shapiro Co-Founder, Principal, Portfolio Manager & Co-Chief Investment Officer
Jason Clark Principal & Portfolio Manager
Joel Hirsh Principal & Portfolio Manager
You’re viewing 5 of 42 executive team members. Get the full list »

Kovitz Investment Group Board Members (1)

Name Representing Role Since
0000 0000000 Kovitz Investment Group Principal & Investment Committee Member 000 0000
To view Kovitz Investment Group’s complete board members history, request access »

Kovitz Investment Group Investments & Acquisitions (2)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000 0000000 28-Aug-2018 000000000000000000 0000 Asset Management 0000 00000
Spex 01-Jan-2002 Platform Creation Accessories
To view Kovitz Investment Group’s complete investments and acquisitions history, request access »

Kovitz Investment Group Exits (1)

Company Name Exit Date Exit Type Exit Size Status Buyers
0000 01-Jan-2002 00000000 00000000 Completed
  • 000000 0000000000
To view Kovitz Investment Group’s complete exits history, request access »